60% buyers of institutions opening or closing positions this quarter
11 more new buyers than exits, ownership rose 4.99 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
60% buyers of institutions opening or closing positions this quarter
40.7% institutional ownership
ENDEAVOUR CAPITAL ADVISORS portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in BHRB across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BHRB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 983K | $61.2M | +0.3% | 6.539% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 562K | $35.0M | — | 3.741% | 0.00% |
| 3 | STATE STREET CORP | 404K | $25.2M | +11.9% | 2.687% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 380K | $23.7M | +2.4% | 2.526% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 368K | $22.9M | +15.7% | 2.448% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 342K | $21.3M | +26.0% | 2.279% | 0.01% |
| 7 | ENDEAVOUR CAPITAL ADVISORS INC | 305K | $19.0M | +143.5% | 2.031% | 4.31% |
| 8 | HUTCHINSON CAPITAL MANAGEMENT/CA | 258K | $16.1M | 0.0% | 1.717% | 2.95% |
| 9 | Fourthstone LLC | 246K | $15.3M | +239.1% | 1.640% | 2.60% |
| 10 | BURKE & HERBERT BANK & TRUST CO | 222K | $13.8M | -0.0% | 1.475% | 3.82% |
| 11 | EVERMAY WEALTH MANAGEMENT LLC | 186K | $11.6M | — | 1.236% | 1.28% |
| 12 | GOLDMAN SACHS GROUP INC | 183K | $11.4M | +11.5% | 1.219% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 134K | $8.3M | — | 0.891% | 0.00% |
| 14 | NORTHERN TRUST CORP | 119K | $7.4M | +5.2% | 0.790% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 110K | $6.9M | +0.6% | 0.733% | 0.00% |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 103K | $6.4M | +26.0% | 0.685% | 0.13% |
| 17 | MORGAN STANLEY | 103K | $6.4M | +5.7% | 0.684% | 0.00% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 102K | $6.3M | -3.8% | 0.676% | 0.02% |
| 19 | Bank of New York Mellon Corp | 88K | $5.5M | -1.6% | 0.586% | 0.00% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 85K | $5.3M | — | 0.569% | 0.00% |
| 21 | Verdence Capital Advisors LLC | 79K | $4.9M | +18.1% | 0.524% | 0.29% |
| 22 | Empowered Funds, LLC | 67K | $4.2M | +46.1% | 0.448% | 0.03% |
| 23 | ROYCE & ASSOCIATES LP | 59K | $3.7M | -1.5% | 0.393% | 0.04% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 57K | $3.6M | -23.0% | 0.382% | 0.00% |
| 25 | TWO SIGMA INVESTMENTS, LP | 47K | $2.9M | +47.9% | 0.315% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BHRB — a direct measure of their conviction.
Filings activity in BHRB during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 160 | +7.4% | 40.74% | +4.99 pp | $411M | +14% |
| Q4 2025 | 149 | +4.2% | 35.75% | +2.18 pp | $360M | +6.5% |
| Q3 2025 | 143 | +6.7% | 33.57% | +2.38 pp | $338M | +7.6% |
| Q2 2025 | 134 | +0.0% | 31.19% | +3.12 pp | $314M | +11% |
| Q1 2025 | 134 | +15% | 28.07% | 3.24 pp | $283M | 10% |
| Q4 2024 | 117 | +9.3% | 31.31% | +1.85 pp | $316M | +6.3% |
| Q3 2024 | 107 | +5.9% | 29.46% | +6.49 pp | $297M | +28% |
| Q2 2024 | 101 | — | 22.97% | — | $232M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for BHRB.
Quick answers to the most common questions about buying BHRB stock.
Based on Q1 2026 13F filings, institutional ownership of Burke & Herbert Financial Services Corp. stands at 40.7%, held across 160 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BHRB, with approximately 982,759 shares worth $0.06B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of BHRB, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for BHRB is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
32 institutions opened new positions in BHRB during Q1 2026, while 21 fully exited. 51 added to existing positions and 70 trimmed.
BHRB institutional ownership rose by 4.99 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 61.7% of all reported 13F value in BHRB, and the top 25 account for 84.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.